+3.8%
VUG vs URI
+36.1%
-32.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.2% | -2.5% | +1.2% |
| 7D | -1.1% | +2.4% | -3.5% | -1.4% |
| 30D | -7.0% | +8.9% | -15.9% | -7.7% |
| 3M | -3.7% | +0.8% | -4.5% | -4.0% |
| 6M | -1.6% | +23.1% | -24.8% | -3.3% |
| YTD | +5.1% | +43.1% | -37.9% | +0.1% |
| 1Y | +3.8% | +35.7% | -31.9% | +0.3% |
| All | +3.8% | +36.1% | -32.3% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling